Ancillary Services

As knowledge sharing and acting as an extension of a client’s staff is a hallmark of our firm, we partner with clients by providing a variety of ancillary services.  For clients seeking this level of interaction, we create partnerships that are flexible and comprehensive with a defined set of deliverables based on a client’s requirements.  Our knowledge sharing can encompass non-discretionary assistance with direct investments, risk aggregation across a client’s entire program, as well as staff and board education.  We also employ our broad operational, accounting and legal expertise to provide a variety of back office and business support functions as part of our investment management services.